Assist Pro+ / Templates and Present

Export to Outlook

Send selected information into a new Outlook email.

Where to find it

Follow the ribbon path.

Assist Pro + → Templates and Present → Export/Push-to → Export to Outlook

Part of Assist Pro+. Eligible tools can also be selected through Assist Pro’s 30-tool Vault allowance. Check the Vault for availability.

Open the tool and follow its prompts. Use a copy of your workbook when trying an action for the first time, then check the result.

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Practical guidance

Use this tool in your workflow.

How to use

Prepare and select the relevant range, worksheet or table in the intended workbook. On Assist Pro + › Templates and Present › Export/Push-to, choose Export to Outlook to send selected information into a new Outlook email. Inspect the exported document for missing ranges, formatting or confidential data.

Best use case

Sending selected worksheet information in an email.

Everyday Excel

Avoids repeated copy/paste and export steps when you need to send selected information into a new Outlook email.

Accounting and audit

Moves reviewed schedules into AFS, audit reports or client correspondence by helping send selected information into a new Outlook email.